SAN DIEGO, November 8, 2023 (Newswire.com) – Carmel Capital Partners, a boutique private wealth management firm headquartered in San Diego, is excited to announce the appointment of Chelsey Frate as its newest Wealth Advisor. With a strong background in financial advising and a commitment to personalized service, Chelsey brings valuable expertise to the firm.
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Carmel Capital Partners Welcomes Institutional Equity Specialist Kevin E. Silverman, CFA®
San Diego, California–(Newsfile Corp. – October 11, 2023) – Carmel Capital Partners, a boutique private wealth management firm headquartered in San Diego, welcomes institutional equity specialist Kevin E. Silverman, CFA®, as a Portfolio Manager. Silverman brings over 35 years of institutional-level investing experience to serve individuals, families, and business owners as part of the Carmel team.
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